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Heritage Wealth Management (Ohio)’s American Water Works AWK Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio AWK Stock Details AWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$522K Hold
3,750
– – 0.17% 133
2025
Q1 		$553K Hold
3,750
– – 0.19% 124
2024
Q4 		$467K Hold
3,750
– – 0.16% 141
2024
Q3 		$548K Hold
3,750
– – 0.18% 128
2024
Q2 		$488K Buy
+3,750
New +$488K 0.16% 133